Insight Personal Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,888,088
Clients
10
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$588,809
About
Insight Personal Finance serves individual clients, including those with higher net worth, with comprehensive financial planning and referral-based investment advisory services. The firm maintains a small, boutique client base and delivers written financial plans covering areas such as retirement, tax and estate planning, business planning, real estate, insurance, and cash flow analysis.
The adviser emphasizes a primarily passive investment approach and implements portfolios on a non-discretionary basis, relying on a third-party adviser for account administration and execution. Financial planning is integrated with investment selection and may include guidance on impact investing and rental real estate, while clients retain control over account decisions and custodial relationships.
What distinguishes the firm from many peers is its offering of educational seminars and an ongoing subscription-based online community with office hours, in addition to traditional planning engagements. The firm discloses that it refers clients to an outside manager for portfolio implementation and receives a portion of that advisory fee, and it requires clients to use the recommended custodian for execution.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business sale tax planning
Business ownership considerations
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees between $3,000 and $12,000 for individuals, $5,000 and $15,000 for couples and families; initial consultation fee $175 (deductible if proceeding). Online seminars up to $3,000.
$0 - $300,000: Not explicitly stated $300,000+: 0.75% to 1.5% annually depending on account size and service level
$375 to $550 per hour for financial planning services.
Account minimum: $300,000 per relationship Fee-only: Financial Planning hourly fees range from $375 to $550 per hour; fixed fees range from $3,000 to $12,000 for individuals and $5,000 to $15,000 for couples and families; online seminars up to $3,000; subscription fees $50 to $500 per month.
Main office location
Insight Personal Finance
San Francisco CA, United States
Number of offices
1
Most active in
Insight Personal Finance has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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